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Best Financial Advisors in Goodyear

2023

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Website
Goodyear, AZ
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Goodyear, AZ

Why choose this provider?

Need help contacting a Financial Advisor in Goodyear? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
14780 W. Mountain View Blvd Suite #211, Surprise, AZ 85374
  • Certified Financial Planner (CFP)

Why choose this provider?

Dynamic Wealth Management caters to families and individuals in the Goodyear metro and nearby areas. It helps clients achieve their financial goals through its estate, retirement, and tax planning solutions. The company also creates long-term care strategies and reviews customers' cash flow and investment portfolios. Its financial advisor, Gary Luna, has been a part of the team since 2012. He is a CPA and a CFP who has been in the industry for more than two decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14500 N Northsight Blvd, Suite 200, Scottsdale, AZ 85260
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

ARQ Wealth Advisors is a consulting firm that offers financial and retirement planning services for customers based in the Goodyear area. Its financial advisors have more than 20 years of advisory experience and possess multiple credentials, such as CFA, RICP, AIF, and CFP. They develop individualized plans to meet clients' unique financial situations. They have a Wealth Apex program that involves wealth management and financial planning designed for non-profit organizations, trusts, individual investors, and businesses. Investment management and portfolio risk management services are also available.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (38)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5060 North 40th Street, Ste. 200, Phoenix, AZ 85018
  • Certified Financial Planner (CFP)

Why choose this provider?

The Family Office Phoenix is a wealth management firm that serves clients in the Goodyear area. It provides seven insights on how clients can sustain their wealth. The firm assists clients in building and executing strategic wealth plans. Its process includes learning about the clients' purposes and circumstances and working together to plan for their specific goals. It conducts re-evaluation sessions to adapt to lifestyle changes over the years. The Family Office Phoenix has been in operation for over 10 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
11323 W Bell Rd. #301, Surprise, AZ 85378
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Asset Preservation is a financial advisory firm that serves the Goodyear metro and its surrounding areas. Its team of advisors utilizes a three-step financial advisory method that involves certain tasks, like conducting asset reviews, finding appropriate financial strategies, and developing a unique plan of action that can help clients reach their goals. Estate planning, retirement planning, and other tax services are also available to clients who want to efficiently manage their finances. Asset Preservation has been featured on FOX 10, Fortune, and Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
9844 W. Yearling Road, Suite D1160, Peoria, AZ 85383
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Independent Wealth Management & Insurance Services is a team of financial advisors serving Goodyear and the surrounding areas. The firm specializes in retirement income strategies, wealth management, investments, asset protection strategies, and IRA legacy planning. It also offers life insurance plans and annuities. Its team of professionals helps with estate and tax planning, probate, and charitable giving. Martin Guzman, the firm's founder, has been guiding clients on their retirement for almost three decades. He is a member of the National Institute of Certified Estate Planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Website
13843 W. Meeker Blvd Suite 105, Sun City West, AZ 85375
  • Certified Financial Planner (CFP)
  • Wealth Management

Why choose this provider?

Prime Wealth Advisors provides retirement, tax, and estate planning advice and wealth management services to clients in the Goodyear metro. Its team of financial planners and investment managers helps clients in implementing solutions that allow them to structure a secure income stream in retirement. It also works with clients closely during their transition and retirement years to ensure their assets are preserved properly. In support of its service, the firm's members have earned Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (27)
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
9590 E Ironwood Square Drive Suite 110, Scottsdale, AZ 85258
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Jackson Roskelley Wealth Advisors is an independent firm serving individuals, families, women investors, senior executives, and business owners in Goodyear and the surrounding areas. It provides a wide range of financial services, including risk management, and investment, retirement, tax, and estate planning. The president of the company, Jackson Roskelley, has earned the CFP designation and is a former director of programming for the Financial Planning Association of Greater Phoenix. He has also been quoted in Forbes and The Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14155 N. 83rd Ave., Suite 144, Peoria, AZ 85381
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Fullerton Financial Planning is an independent firm that serves clients in Goodyear. It evaluates their financial situation and formulates long-term care strategies. Its services cover financial, retirement, and Medicare planning and investment management. The firm also provides financial advice on investment assets, including bonds, equities, securities, and real estate. Stephanie Fullerton, its president, has a weekly radio show and appears on her own television show—Fullerton Financial Hour. She has also published a book that serves as a financial guide.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12213 W. Bell Rd., Suite 209, Surprise, AZ 85378
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Hillspring Financial offers services to help individuals in Goodyear put their finances in order and implement ways to grow them. Its advisors analyze individuals' cash flow and counsel them in budgeting their money. They help in managing risks by obtaining appropriate insurance products. The financial consultants offer insight on investment options like IRAs to help in retirement income accumulation. In addition, they strategize clients' employee benefits, investment, income tax, retirement, and estate planning. President Kent G. Forsey has a CFP designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can financial advisors in Goodyear help you choose bonds?

    Some Goodyear financial advisors can assist you in selecting bonds and stocks for your investment portfolio. The investment and insurance products they provide may vary based on the company with which they are affiliated. In Arizona, the majority of financial advisors provide advice on insurance products, mutual funds, and index funds.

  • Should you get a financial advisor in Goodyear even if you have a low income?

    In Goodyear, although you do not have to be wealthy to hire a financial advisor, it may be difficult to obtain financial advice if you have a low income. Some financial advisors charge exorbitant fees or have minimum asset requirements. However, financial advisors can be useful because they can suggest tax credits that you may be eligible for as a low-income individual. They can also assist you in developing a strategy to increase your assets and income.

  • How do you know you can trust a financial advisor in Goodyear?

    To determine whether you can trust a financial advisor in Goodyear, you can use the FINRA BrokerCheck to look into their qualifications, employment history, and disclosure events. Examine a financial advisor's certifications or designations, such as CFP, CIMA, or CFA. You can also determine whether the financial advisor's core values align with yours.

  • How many times should you meet with your financial advisor in Goodyear?

    It is recommended that you meet with your Goodyear financial advisor at least once a year. As your living circumstances change, it is advisable to reevaluate your financial strategies and related matters, such as investment performance, budget, and taxes. In most cases, you can communicate with your financial advisor in person or via video calls. They may also send text or email updates.

  • What should you discuss with your financial advisor in Goodyear?

    Your main financial concerns, annual spending, and financial goals are just a few of the topics you should discuss with your Goodyear financial advisor. It may also be necessary to talk about your personal definition of success, recent financial changes, and current and future lifestyle. In general, make a list of questions or information about what you need help with and why.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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